Transfer Agency UK, Associate 2
State Street —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Aftersales Advisor
Grange - Edinburgh Aston Martin & Rolls Royce —Inverleith
- Up to £34,000 a year
- Full-time
- Customer service
- In-person
- Health & wellbeing programme
- Employee discount
Quick apply
6d
Retail Sales Associate (part-time)
Canada Goose UK Retail Limited —Edinburgh
- Part-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
Sales Associate
REISS —Edinburgh
- Part-time
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Senior Associate
Kee Solicitors —Edinburgh
14d
Implementation Associate
Clearwater Analytics, Ltd. —Edinburgh
- Microsoft Excel
- Microsoft Office
- SQL
Quick apply
Part Time sales assistant (Temporary)
Columbia Sportswear Company —Livingston
- £12.71 - £13.71 an hour
- Part-time
- Sales
7d
Herbarium Registrar
Royal Botanic Garden Edinburgh —Edinburgh
- £40,112 a year
- Full-time
- Communication skills
4d
Host/ess - SUSHISAMBA
Marriott International, Inc —Edinburgh
- Part-time
- Bar
- Hotel
- Communication skills
- Employee discount
Retail Therapist
ELEMIS —Edinburgh
- Full-time
- Sales
- Leadership
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
Dental Nurse
Pilrig Dental —Edinburgh
- £12.71 - £16.21 an hour
- Full-time
- In-person
Quick apply
11d
Stores Technican
Heriot Watt University —Edinburgh
- £26,707 - £31,236 a year
- Full-time
- Microsoft Excel
- Oracle
- Microsoft Outlook
- Annual leave
- Flexible schedule
Growth and Innovation Associate (KTP Associate)
Heriot Watt University —Edinburgh
- £28,000 a year
- Full-time
- CRM software
- Master's degree
- Project management
Research Assistant/Associate in Micromanufacturing of Passive Wireless Components
Heriot Watt University —Edinburgh
- £31,236 - £43,482 a year
- Full-time
- Doctoral degree
- University
- Annual leave
- Flexible schedule
3d
Validation Coordinator
Veranova L P —Edinburgh
- Full-time
- APIs
- Leadership
- Annual leave
- Life insurance
Quick apply
Part Time Spa Attendant - Male Locker Rooms
Marriott International, Inc —Edinburgh
- Part-time
- English
- Hotel
- Communication skills
- Referral programme
Hand-back & Transition Manager
Equans —Edinburgh
- Full-time
- Contracts
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
UK - Senior Agency Operator
ISS Group Holdings Limited —Grangemouth
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Paid Social Manager
Soar With Us —Edinburgh
- £40,000 - £45,000 a year
- Full-time
- Remote
- Communication skills
- Annual leave
- Life insurance
Quick apply
3d
ASSOCIATE DENTIST
Infinityblu Dental Care & Implant Clinic —Peebles
- Full-time

I want to receive the latest job alerts for transfer agency uk, associate 2 in edinburgh, edh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Transfer Agency UK, Associate 2

State Street -
Edinburgh

Apply Now

Job details

Full-time

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
English
Complaint handling
Microsoft Office
Administrative experience
Organisational skills
Communication skills
Time management

Full job description

Who we are looking for

A Transfer Agency specialist, at Associate 2 level to join our Transfer Agency team. You will be responsible for collecting and processing data, providing excellent customer service and abiding by strict data quality processes.

This role can be performed in a hybrid model, predominantly working within the office environment.

What you will be responsible for

You’ll be working within the UK Transfer Agency department. You will be accurately delivering high quality service both internally and externally by incorporating experience and procedural knowledge in the daily workflow:

You will be part of a larger team operating our Transfer Agency team in the UK. You will contribute towards all BAU processes within the team.
Execute daily operational tasks such as investor onboarding, deal input, register updates, investor servicing, payments, controls and handling investor contact.
Maintain risk awareness, assessment and control within the department
Communicate relevant information as appropriate up and down the line and escalate where necessary.
Work closely with the other departments within State Street locally and regional Transfer Agency Units.
Act as an effective team player.
Identify process efficiencies.
Ensure business standards and client deadlines are met on a consistent basis.
Build and maintain internal network of contacts to exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled;
To comply with the regulatory regimes in which State Street operates, with particular consideration given to relevant AML-KYC, Client Asset (CASS), Conduct of Business, COLL, Dispute Resolution, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role.
Adhere to procedures in relation to all tasks

What we value

These skills will help you succeed in this role:

Strong organizational skills.
Ability to achieve results with the patience necessary to work effectively with a wide range of internal and external investors and clients
Highly organized with good problem-solving skills
Ability to work on own initiative and as part of the team
Strong communication skills – (listening skills, oral communication skills, information sharing and written communication skills).
Strong attention to detail and time management skills

Education & Preferred Qualifications/experience

Aptitude to learn all processes that must adhere to the Anti-Money Laundering regulations and the current regulatory environment.
Aptitude to learn and complete investor onboarding (AML/KYC) and ongoing due diligence. A sound working knowledge of the regulatory environment surrounding AML/KYC and investor onboarding is desired.
IOC is desirable, or a willingness to complete
Understanding of regulatory complaint handling requirements.
Good working knowledge of MS Office suite, especially an advanced level of Excel
Excellent communication skills - Fluent in English

Display thorough understanding of the following key tasks and the related regulatory rules:-

Dealing
Settlements
Investor Servicing
Registration
Understanding of procedural, technical and product requirements within Transfer Agency business.
Strong administrative and business support skills, with the ability to multi-task and to work calmly under pressure.
Good working knowledge of MS Office suite including Word, Excel and PowerPoint
Strong written & verbal communication skills
Good organisational, planning and co-ordination skills.

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Apply Now

Refine Your Search

transfer agency uk, associate 2 jobs in edinburgh, edh

Transfer Agency UK, Associate 2

Aftersales Advisor

Retail Sales Associate (part-time)

Sales Associate

Senior Associate

Implementation Associate

Part Time sales assistant (Temporary)

Herbarium Registrar

Host/ess - SUSHISAMBA

Retail Therapist

Dental Nurse

Stores Technican

Growth and Innovation Associate (KTP Associate)

Research Assistant/Associate in Micromanufacturing of Passive Wireless Components

Validation Coordinator

Part Time Spa Attendant - Male Locker Rooms

Hand-back & Transition Manager

UK - Senior Agency Operator

Paid Social Manager

ASSOCIATE DENTIST

I want to receive the latest job alerts for transfer agency uk, associate 2 in edinburgh, edh

Related Searches

Explore jobs in more locations

About State Street

Jobseeker tools

Employer Tools

Browse

Stay Connected